Serial E, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Serial E, INC.
  • Sponsor EIN: 822350906
  • Sponsor Address: 3905 STATE STREET, SANTA BARBARA, CA, 93105
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $399,716

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$399,716$0$0
20232$361,187$0$0
20221$75,030$0$0

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